Segments Overview

The segments overview introduces a streamlined, intuitive interface to help you manage, filter, and activate your audiences faster than ever.

🧭 Navigating the Segments Page

When you open Segments, you’ll see a list view displaying all your segments in one place.
Each row includes key information to help you understand performance and status at a glance:

• Segment Name – The title of your segment.

• Status – Whether the segment is currently On or Disabled.

• Last Sync Size – The number of contacts synced during the most recent run.

• Active Integration – The connected platform(s) receiving this segment.

• Last Run / Updated / Created Dates – Quick timestamps for tracking activity.

You can also:

• Search for a specific segment by name.

• Filter by status (active, disabled, etc.).

• Filter by Data Source – choose to view:

  • Website visitors

  • Off-site intent contacts

  • Integrated CRM or contact lists

  • Uploaded CSV lists

  • Or all segments combined

➕ Creating a New Segment

Click Create New Segment to start building.
You’ll be prompted to choose how you want to begin:

• From Existing Playbook – Start from a pre-configured template.

• From Scratch – Build a new segment with full flexibility.

🧩 Building a Segment

Once inside the builder, you’ll notice the updated design layout.

1. Select a Data Source

Choose where your segment data should come from:

• Ideal Customer Profile (ICP) - Leverage Vector's contact database to find all contacts matching your buyer persona to push to ads

• Site Visitors – Contacts visiting your website.

• Off-site Intent – Contacts showing interest elsewhere online.

• CSV Upload – Import your own list.

• Integrated List – Pull from a connected system (like your CRM).

2. Apply Filters

Add filters to narrow your audience, such as:

• Industry

• ICP filters

• Account lists or attributes

3. Define Actions

Choose where you want this data sent:

• Ad Audiences – Push contacts to platforms like Google, LinkedIn, Meta, etc.

• CSV Exports – Schedule or trigger exports.

• CRM

• Slack

💡 If an integration or action doesn’t appear in the list, make sure that connection has been integrated in Integrations Settings first.

👥 Viewing Members

Members can be automatically previewed as you apply the datasource and filters. This allows you to gain a birdseye view of who is a part of the segment before activating. Once the segment is turned on, the members will continue to build based on the data collected.

📤 Managing Actions & Exports

Within the Actions section, you can also manage your scheduled CSV exports:

• Choose your export type (e.g., Meta Ads format or standard CSV).

• Specify the recipient email.

• Set frequency: Daily, Weekly, or Monthly.

✅ Turning On Your Segment

Once everything is set up, don’t forget to turn your segment ON — toggle the switch in the top-right corner of the page to begin collecting and pushing data.

🧠 Pro Tip

Use filters and naming conventions to keep your segments organized — especially if you manage both intent-based and CRM-based audiences. This will make reporting and troubleshooting even easier across your team.

Want to chat about segment best practices?! Reach out to solutions@vector.co!